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Crown Castle

1,202 hedge funds and large institutions have $42.1B invested in Crown Castle in 2024 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 486 increasing their positions, 464 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more call options, than puts

Call options by funds: $285M | Put options by funds: $263M

5% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 464

2.31% less ownership

Funds ownership: 94.03%91.72% (-2.3%)

3% less funds holding

Funds holding: 1,2391,202 (-37)

10% less capital invested

Capital invested by funds: $47B → $42.1B (-$4.85B)

17% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 134

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

Holders
1,202
Holders Change
-37
Holders Change %
-2.99%
% of All Funds
17.31%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
111
Increased
486
Reduced
464
Closed
134
Calls
$285M
Puts
$263M
Net Calls
+$22.6M
Net Calls Change
-$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
726
Savoie Capital
Illinois
$509K +$132K +1,210 +34%
IFG
727
Independent Financial Group
California
$509K -$162K -1,492 -24%
WA
728
WBH Advisory
Maryland
$506K -$13.7K -126 -3%
UB
729
Umpqua Bank
Oregon
$503K +$517K +4,754 New
LC
730
Lavaca Capital
Texas
$499K -$9.68K -89 -2%
IAN
731
Integrated Advisors Network
Texas
$499K +$7.72K +71 +2%
SAM
732
Shell Asset Management
Netherlands
$496K -$194K -1,784 -26%
EFMC
733
Empire Financial Management Company
New York
$495K -$29.5K -271 -5%
SCM
734
Schnieders Capital Management
California
$493K -$2.72K -25 -0.5%
FIM
735
Freedom Investment Management
Connecticut
$492K -$86K -791 -15%
LB
736
Legacy Bridge
Iowa
$491K -$5.44K -50 -1%
IEFM
737
IQ EQ Fund Management
Ireland
$488K +$502K +4,612 New
VFA
738
Valeo Financial Advisors
Indiana
$486K -$3.59K -33 -0.6%
FLPIM
739
F.L. Putnam Investment Management
Massachusetts
$485K -$64.9K -597 -12%
CI
740
Cigna Investments
Connecticut
$484K -$6.09K -56 -1%
MA
741
Mutual Advisors
Nebraska
$483K -$91.3K -839 -16%
CGL
742
Clarius Group LLC
Washington
$480K -$443K -4,070 -47%
SPI
743
Sutton Place Investors
New York
$476K +$218 +2 +0%
GWM
744
Gray Wealth Management
Maine
$476K +$12.8K +118 +3%
DTL
745
Dynamic Technology Lab
Singapore
$471K +$484K +4,448 New
PA
746
Parallel Advisors
California
$470K +$73.8K +678 +18%
CF
747
Centaurus Financial
California
$470K +$11.2K +103 +2%
GM
748
GeoWealth Management
Illinois
$468K +$2.94K +27 +0.6%
RPCONE
749
Retirement Planning Company of New England
Rhode Island
$463K +$98.1K +902 +26%
SW
750
SVB Wealth
Massachusetts
$462K +$48K +441 +11%

CCI Hedge Fund Activity: Q1 2024 in Review

1,202 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q1 2024, worth a combined $42.1B — down 10% from $47B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of CCI and 111 opened new positions — a net loss of 23 holders — while 464 trimmed existing stakes and 486 added.

The largest buyer was Cohen & Steers, adding an estimated $415M. The largest seller was Morgan Stanley, cutting an estimated $1.37B.

  • 1,202 institutional investors held Crown Castle (CCI) as of Q1 2024, down from 1,239 in Q4 2023.
  • Funds reported $42.1B of Crown Castle stock for Q1 2024, down 10% quarter-over-quarter.
  • 111 funds opened new Crown Castle positions in Q1 2024 and 134 closed out, a net change of -23 holders.
  • The largest Crown Castle buyer in Q1 2024 was Cohen & Steers, an estimated $415M added.
  • The largest Crown Castle seller in Q1 2024 was Morgan Stanley, an estimated $1.37B sold.

Based on aggregated 13F filings for Q1 2024.